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ERP ⇄ CRM

Plex ERP to Streak CRM integration — real-time, two-way sync

Keep Plex ERP and Streak CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Plex ERP and Streak CRM

Close the gap between front office and back office: Streak CRM and Plex ERP share customers and status in real time, in both directions.

Streak CRM holds the customer relationship; Plex ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Pipelines, Boxes, Stages, Contacts in Streak CRM with Purchase orders, Customers, Suppliers, Shipments in Plex ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools
  • Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
  • Feed quality and scrap data to dashboards supervisors check without logging into Plex.
  • Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.

Where Plex ERP manages people and org data: keep Streak CRM aligned

Owners, territories, and org structure informed by Plex ERP stay current in Streak CRM.

Where Plex ERP handles order-to-cash: closed-won flows through

A deal won in Streak CRM creates or updates the customer in Plex ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Plex ERP is the finance system of record: money status on the account

Invoice and payment state from Plex ERP shows on the account in Streak CRM, so reps see balances before promising the next order.

What you can sync between Plex ERP and Streak CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Plex ERP objects Streak CRM objects
Shipments Outbound logistics records synced to trading partners and tracking systems Contacts People linked to boxes, synced with marketing and support tools.
Quality records Checksheet and inspection data pulled into plant dashboards Organizations Company records associated with contacts and boxes.
Parts Item master records shared with CRM, e-commerce, and planning tools Tasks To-dos attached to boxes for follow-up tracking.
Inventory On-hand balances and locations replicated for visibility outside the plant system Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
Production jobs Shop-floor work records combining ERP and MES data for output reporting Custom fields Per-pipeline field definitions that determine what data a box can hold.
Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Pipelines Define the process and the custom field schema that boxes in them carry.
What ships with Plex ERP ⇄ Streak CRM

Connect Plex ERP and Streak CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Plex ERP–Streak CRM connection.

Real-time

Two-way sync

Changes in Plex ERP or Streak CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Plex ERP or Streak CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Plex ERP or Streak CRM record.

Observability

Monitoring

Track your Plex ERP ⇄ Streak CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Plex ERP and Streak CRM.

How the Plex ERP and Streak CRM connectors work

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect Plex ERP to Streak CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Plex ERP and Streak CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Plex ERP connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Plex ERP and Streak CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Plex ERP ⇄ Streak CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Plex ERP Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Plex ERP and Streak CRM integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Plex ERP and Streak CRM.

Popular · 8 of 386
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